Vetted Score
4.6
/ 5.0
Earns a high score due to deep CRM integration, robust quoting features, and enterprise-grade security, though pricing may be a barrier for small businesses.
Key Features
End-to-End Quote Creation
Create, customize, and send professional quotes directly within the Dynamics 365 Sales interface.
Automated Pricing Rules
Apply discounting, product bundles, and approval workflows automatically to ensure pricing consistency.
Seamless Integration with CRM
Quotes sync with customer records, opportunities, and contracts for a unified sales pipeline.
Frequently Asked Questions
The quoting functionality is part of the Dynamics 365 Sales Enterprise plan; it may require an upgrade from the Sales Professional license.
Yes, you can design and edit quote templates using built-in editors and integrate custom branding elements.
Microsoft typically offers month-to-month billing, but annual commitments are available at discounted rates.
Featured Lists & Comparisons
Specifications
Pricing Model
Subscription pricing starts at $95.00 per user per month, with higher enterprise tiers available for larger organizations.
Supported Platforms
Web (browser)WindowsmacOSiOSAndroid